FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 400 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,241,146 | -6.9% | 27,011 | -4.5% | 1.42% | -4.8% |
| Q2 2023 | $1,332,541 | +4.9% | 28,292 | -0.1% | 1.49% | +5.2% |
| Q1 2023 | $1,270,455 | +2.0% | 28,314 | -0.2% | 1.42% | -4.6% |
| Q4 2022 | $1,245,811 | +29.6% | 28,365 | +14.7% | 1.49% | +12.1% |
| Q3 2022 | $961,000 | -3.8% | 24,722 | +1.3% | 1.33% | -2.7% |
| Q2 2022 | $999,000 | -17.4% | 24,411 | -1.1% | 1.36% | -3.4% |
| Q1 2022 | $1,210,000 | -5.2% | 24,692 | +0.2% | 1.41% | -0.9% |
| Q4 2021 | $1,276,000 | – | 24,638 | – | 1.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 661,717 | $31,412,000 | 15.10% |
| Ascension Capital Advisors, Inc. | 347,096 | $16,477,000 | 10.76% |
| FundX Investment Group, LLC | 463,278 | $21,992,000 | 10.39% |
| Fortress Wealth Group, LLC | 231,472 | $10,988,000 | 9.51% |
| Echo Wealth Management, LLC | 146,812 | $7,160,000 | 8.48% |
| Eldridge Investment Advisors, Inc. | 380,958 | $18,084,000 | 6.44% |
| Legacy Capital Wealth Partners, LLC | 3,340,126 | $16,426,000 | 6.42% |
| Ten Capital Wealth Advisors, LLC | 269,714 | $12,803,000 | 5.99% |
| AFFINITY WEALTH MANAGEMENT LLC | 547,082 | $26,063,000 | 5.12% |
| Financial Partners Group, Inc | 419,626 | $19,920,000 | 4.69% |